Use the directions below if you need to apply an adjustment to a Pay Request.
The steps listed below pick up from the Pay Request creation screen. If you don't know how to get this screen (example below), please refer to our article on Invoice Creation for help.
Add an Adjustment
Click the Add Adjustment button at the bottom of the Pay Request creation screen.
In the popup box, enter the dollar amount of the adjustment (positive or negative), and a short explanation of the adjustment, then click Apply. If the adjustment should also have Retainage applied to it, turn the switch on (blue). By default, Retainage will not be applied to adjustments.
After clicking Apply, the adjustment will be applied to the Pay Request. The subtotal of the Pay Request will reflect the adjustment value, and the adjustment description/reason will be visible on the Pay Request and any exported PDF version of the Pay Request.
Editing or Removing an Adjustment
To edit an Pay Request adjustment, the Pay Request will need to be in a draft state first. You can change the state of an Pay Request by opening the desired Pay Request and using the workflow buttons on the bottom of the review screen.
When an adjustment has been applied to an Pay Request, it can be seen at the bottom of the Pay Request edit screen, like the example below.
Click the yellow pencil icon to open the adjustment popup from above. This will allow you to edit the value and reason of the adjustment.
Click the red X to remove the adjustment completely.